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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED_RES | 2026-01-21 |
| IA | RA | APPROVED | 2026-01-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Moline | IL | 02/2008 | 01/2026 |
| Raymond James Financial Services Inc. | Moline | IL | 01/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Moline | IL | 01/2026 | Present |
(1)Name of Business: Address: 23050 255th Avenue, LeClaire, IA, 52753, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/12/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is our vacation home that we also rent out using a management company (2)Name of Business: Our Lady of the River Catholic Church Address: 28200 226th Street Place, LeClaire, IA, 52753, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/01/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Work with other committee members to review the church's financial statements and provide general guidance to the priest on church matters. No investment advice is given (3)Name of Business: SBS Financial, Inc Address: 615 35th Ave, Moline, IL, 61265-6107, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 02/08/2008 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This our DBA for our financial advisory practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-13 |
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